Abby Joseph Cohen on the Markets: Barron’s 2011 Roundtable Investor Picks

Barron’s collected the opinions of ten market observers this weekend.  Following is a summary of one of these investors’ calls on the market. What do you think of their selections?  Be sure to stay tuned for an analysis of the other nine pundits’ calls.

Abby Joseph Cohen: Abby Joseph Cohen is a market strategist for Goldman Sachs (NYSE:GS), and is frequently referred to as permanently bullish on the US stock market.

  • Johnson & Johnson (NYSE:JNJ): About the company:  Johnson & Johnson manufactures health care products and provides related services for the consumer, pharmaceutical, and medical devices and diagnostics markets. The Company sells products such as skin and hair care products, acetaminophen products, pharmaceuticals, diagnostic equipment, and surgical equipment in countries located around the world.  Its competitors include: Pfizer, Inc. (NYSE:PFE), Merck & Co. (NYSE:MRK), GlaxoSmithKline plc (NYSE:GSK), Novartis AG (NYSE:NVS), Abbott Laboratories (NYSE:ABT), Eli Lilly & Co. (NYSE:LLY), Watson Pharmaceuticals (NYSE:WPI), Stryker Corporation (NYSE:SYK), Boston Scientific Corp. (NYSE:BSX), and Medtronic, Inc. (NYSE:MDT).
  • Boeing (NYSE:BA): About the company:  The Boeing Company, together with its subsidiaries, develops, produces, and markets commercial jet aircraft, as well as provides related support services to the commercial airline industry worldwide. The Company also researches, develops, produces, modifies, and supports information, space, and defense systems, including military aircraft, helicopters and space and missile systems.  Its competitors include: Lockheed Martin Corp. (NYSE:LMT), Honeywell International, Inc. (NYSE:HON), Spirit AeroSystems (NYSE:SPR), Embraer SA (NYSE:ERJ), Raytheon Company (NYSE:RTN), Northrop Grumman Corp. (NYSE:NOC), General Dynamics Corp. (NYSE:GD), United Technologies Corp. (NYSE:UTX), Orbital Sciences Corp. (NYSE:ORB), and Alliant Techsystems Inc. (NYSE:ATK).
  • Ford Motor (NYSE:F): About the company: Ford Motor Company designs, manufactures, and services cars and trucks. The Company also provides vehicle-related financing, leasing, and insurance through its subsidiary.  Its competitors include: General Motors Company (NYSE:GM), Toyota Motor Corp. (NYSE:TM), Daimler AG (DDAIF), Honda Motors Co. (NYSE:HMC), Tesla Motors Inc. (NASDAQ:TSLA), Nissan Motors Co. (NSANY), Volkswagen AG (VLSKAY), Navistar International (NYSE:NAV), and PSA Peugeot Citroen (PEUGY).

(Note: All the original Barron’s article can be seen here.  Selected financial data is taken from Yahoo! Finance.  All data are assumed to be accurate.)

Father’s Day is Approaching June 19th: Make Your Father the Rich Dad with Wall St. Cheat Sheet’s Winning Newsletter!